SonicR1

SonicR1 is a sales workspace with live call coaching, a CRM, a call library and a sales knowledge base. This connector lets Claude work with that workspace. What Claude can read (by default): CRM companies, contacts, deals, notes and tasks; call summaries from the call library; approved knowledge (objections, battlecards, pricing, product facts, uploaded documents); agent activity and the Inbox. Ask things like "Prep me for my call with Acme", "Which deals close this month?", "What did the buyer object to?" or "Search our battlecards for Gong". Answers come from what was actually recorded in SonicR1, with links back to the source. What Claude can change: only when SonicR1 assistant changes are available for the workspace, an owner or admin has turned them on, and the person approves those permissions when connecting. Even then, changes need a person's go-ahead in SonicR1: most arrive as suggestions (new company, contact, deal, note, task, field update, follow-up email draft) that a person approves in SonicR1's Inbox, unless an owner or admin set that kind of change to Auto. Sensitive changes (deal stage, new email recipients, archiving) always wait for a person. Claude cannot send emails or create calendar events. Spending actions such as company research or briefings start only after the person confirms them in SonicR1. Safety: every result marks customer data as data, not instructions; text that tries to instruct an AI is flagged; each workspace is isolated; every tool call is logged. Requires a SonicR1 account (Free plan available). Data is hosted in Frankfurt (EU).